Several companies, including Oneok, Workday, Clearway Energy, MongoDB, Ferguson, and Kiniksa, have received updated price targets from various financial institutions.

Stifel predicts that the ongoing shift of investments from growth stocks to value names could negatively impact overall S&P 500 returns in the long term.

Several financial firms have raised their price targets for individual companies, including Diebold Nixdorf, SharkNinja, The Williams Companies, and FedEx, indicating positive outlooks for these stocks.

Stifel views the current downtime as an opportune moment for investors to acquire shares in Hinge Health, Inc.

Several financial institutions, including Stifel, Scotiabank, and Jefferies, have issued updated price targets and ratings for various companies. These reports reflect analysts' current outlooks on stock performance and investment recommendations.

Stifel has identified supply constraints within Microsoft Corporation's Azure cloud computing division as a significant headwind for its near-term growth.

Several financial institutions have updated their price targets for a range of companies, including CytomX Therapeutics, Upwork, Coursera, Tripadvisor, and The Wendy's Company, while maintaining various ratings.

Stifel has downgraded Allied Gold Corporation (AAUC) to a 'Hold' rating, setting a C$44 price target for the company's stock.

Stifel analysts believe that the recent decline in Fulcrum Therapeutics' stock price is 'overdone,' suggesting an overreaction by the market.

Several travel and leisure companies, including Lindblad Expeditions, MakeMyTrip, Royal Caribbean, Travel + Leisure, Norwegian Cruise Line, Expedia, and Booking Holdings, have received updated price targets and ratings from various financial analysts.

EssilorLuxottica Logs Worst Week In Nearly Four Years As Apple Eyes AI Smart Glasses Shares of EssilorLuxottica SA are on track for their worst weekly decline in nearly four years, as competition in the smart-glasses market intensified this week following reports that Apple plans to launch AI-powered smart glasses in 2027. EssilorLuxottica manufactures the smart glasses that Meta sells under the Ray-Ban partnership. These glasses are in the sub-$500 category, which proves that affordability wins. Meta nailed that sweet spot in pricing, while Tim Cook's $3,500 Vision Pro has been an epic bust and failed to achieve mass adoption. It's not just Apple. Citigroup analyst Veronika Dubajova noted this week that her team "expects a number of competitive launches in the smart eyewear market over the next 12 to 24 months." Bloomberg-tracked Wall Street analyst ratings show no meaningful wave of downgrades following this week's Apple news, with roughly 93% of covering analysts maintaining a "Buy" recommendation. Stifel analyst Cedric Rossi said that the entry of Apple and Google into the smart-glasses market represents more of a catalyst than a threat. "Their presence should accelerate consumer awareness and expand the total addressable market," he told clients earlier this week, adding that EssilorLuxottica "retains several key competitive advantages." Shares of EssilorLuxottica in Paris are down about 10% this week, marking their largest weekly decline since the first week of March 2022. From the 2025 peak, shares are down 26%. Goldman analyst Jerry Shen recently published a detailed view of the AI and AR glasses supply chain, breaking it down by the companies that supply the critical components behind these devices (see report). Tim Cook blew it with Vision Pro ... Meta takes the win. Apple has to focus on affordability ... Tyler Durden Fri, 02/20/2026 - 08:20

Several tech companies, including Micron, Palo Alto Networks, Marvell, and Cloudflare, are drawing investor and analyst attention due to upcoming earnings reports, specific market dynamics like DRAM shortages, and recent business developments.